【Gold Rush Interactive】Our country's sodium-ion batteries have achieved a major breakthrough, with several listed companies responding regarding related deployments and progress.

People’s Finance News, April 8—Recently, our country’s sodium-ion batteries have achieved a major breakthrough. On April 6, a team led by Hu Yongsheng from the Institute of Physics, Chinese Academy of Sciences, published a landmark achievement in Nature Energy: the team successfully developed a polymerizable flame-retardant electrolyte (PNE) with self-protection functionality, marking the first time worldwide that thermal runaway can be completely blocked in ampere-hour–class sodium-ion batteries. This achievement has refreshed people’s understanding of battery safety and lays a solid foundation for the commercialization and deployment of sodium-ion batteries in areas such as electric vehicles, heavy-duty trucks, and large-scale energy storage. Recently, multiple listed companies have responded on interactive platforms regarding their layout and progress in sodium batteries. Among them, Lead Intelligent Manufacturing stated that the company has the capability to deliver a complete intelligent manufacturing line for sodium-ion batteries across the entire end-to-end process, with 100% independently owned intellectual property rights. In the field of sodium equipment, it holds a leading market share, its products cover all forms, its technology is highly adaptable, and it has already served leading domestic and international enterprises in bulk. EVE Energy stated that the company has technological reserves for sodium-ion batteries, and it currently has not started mass production. T&D Technology stated that its new sodium battery business is in the early stage of business expansion; going forward, the company will actively develop downstream customers and reduce operating costs, while increasing the utilization rate of sodium production capacity. Ganfeng Lithium stated that its sodium-related cooperation is progressing steadily; sodium hexafluorophosphate has been commercially mass-produced, and it supports multiple mainstream sodium and electrolyte manufacturers. Its research on both the anode and cathode is also in the pilot-test stage; at the same time, it collaborates with energy storage enterprises to promote sodium-ion batteries in the energy storage sector. As an industry bellwether for the development of sodium-ion battery technology and the acceleration of industrialization, CATL has clearly stated that in 2026 it will broadly promote sodium-ion batteries in sectors including battery swapping, passenger vehicles, commercial vehicles, and energy storage. At CATL’s March performance briefing, the company said it is accelerating the commercialization and deployment of its new sodium-ion batteries; some vehicle loading applications have already been realized, and its overall performance is at a leading level in the industry. If, in the future, the price of lithium carbonate continues to rise further, the application scenarios and market penetration rate of new sodium-ion batteries are expected to expand even more. A research report by Shenwan Hongyuan points out that, compared with lithium batteries, sodium batteries feature high safety, fast charging, good rate performance, and low cost (sodium is cheaper than lithium). In addition, the production lines are compatible with lithium batteries, energy density has reached the level of mainstream LFP batteries, and the number of cycle life exceeds 30k times—so it can be said to perfectly match the needs of energy storage. Sodium batteries are currently entering the period just before industrialization and planning. As sodium battery costs accelerate downward, the value of lithium strategic resources will be reassessed; with the seasonally weaker demand lifting the lithium price’s center of gravity, and increasing attention paid to sodium batteries, the industry is expected to see growth on an exponential scale.